April 30, 2019

Raymond James welcomes financial advisors managing $300 million in Houston

ST. PETERSBURG, Fla. – Raymond James welcomed financial advisors Lori Siegel, CFP®, CRPC®, and Robert Russo, CFA®, CFP®, to Raymond James Financial Services (RJFS) – the firm’s independent broker/dealer – in Houston, Texas, according to Kirk Bell, Central regional director for RJFS.


Siegel and Russo, RJFS advisors and founding partners of Centrix Wealth Partners, join Raymond James from UBS, where they previously managed approximately $300 million in client assets. Joining them at the firm are senior client service associates Cher Rudolphi and Shelli Cummings, and client service associate Chris Mack.


“We knew the best next step for our team was to become an independent practice. It was a matter of finding the right firm, and Raymond James was the premier fit for us, and most important, our clients,” said Siegel. “The culture of the company is that clients always come first. In addition, Raymond James is advisor-centric, with in-depth resources and sophisticated technology available to all affiliated advisors. The firm’s culture, combined with the breadth of support, are what attracted us to the firm.”


A CERTIFIED FINANCIAL PLANNER™ professional, Siegel has been in the financial services industry for more than 22 years, previously working as a financial advisor at Smith Barney and most recently, UBS Financial Services, before joining Raymond James.


A Chartered Financial Analyst™ and CERTIFIED FINANCIAL PLANNER™ professional, Russo has been in the industry for 14 years. Prior to joining Raymond James, he worked at Smith Barney, and most recently UBS Financial Services.


“Lori and Robert are an experienced team and we are excited to welcome them to Raymond James as they grow their independent practice,” said Bell. “We are proud that Raymond James’ culture, resources and support continue to attract talented, client-centric advisors like Lori and Robert to the firm.” 


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Centrix Wealth Partners is not a registered broker/dealer and is independent of Raymond James.


About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $796 billion.